Required Custom Fields

Set custom fields as required when creating deals, budgets, and more.

Mihovil Nakic avatar
Written by Mihovil Nakic
Updated over a week ago

Setting a custom field as a required one is only available in the Premium plan.

When creating custom fields, certain types of custom fields can be set as required. Those include:

  • budgets

  • deals

  • companies

To set a custom field as required, head over to Settings - Custom fields:

Select the custom field you wish to update or create a new one:

Tick the option "Set as a required field":

Now if you try and create a new deal without the required custom field entered, an error will appear:

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